Follow these steps to set up FlowRunner for your organization. The entire process takes about 10-15 minutes.
Install the managed package in your Salesforce org
Create your account and connect your Salesforce org
Install FlowRunner from Microsoft AppSource
The FlowRunner package creates the necessary components and enables secure communication between your Salesforce org and the Outlook add-in. This must be installed by a System Administrator.
Click below to install in a production Salesforce org (replace "login" with "test" in the URL for Sandbox):
Install Salesforce PackageFlowRunner will become available on the Salesforce AppExchange in the future.
Create your FlowRunner admin account, connect to Salesforce, and select which flows should be available to your users.
Sign up for FlowRunner using your Microsoft work account. The first user from your organization automatically becomes the administrator.
Create Admin AccountFrom the FlowRunner admin dashboard, click "Connect Salesforce Org" and authenticate with the Salesforce org where you installed the package.
You'll need to log in with a Salesforce account that has appropriate permissions to authorize connected apps.
FlowRunner needs permission to set the
IframeWhiteListUrlSettings session variables. This allows the
domains
flow-runner.com and
outlook.office.com
to securely render your Salesforce Flows.
Important: This is a one-time approval that enables Lightning Out 2.0 to work within Outlook.
After connecting, FlowRunner will retrieve all Screen Flows from your org. Select which flows should be available to your Outlook users.
To get the most out of FlowRunner, your Screen Flows should include a Contact record collection variable named:
FlowRunner automatically passes the email recipients as Contact records into this variable, allowing your Flow to immediately work with the right context.
The final step is to install the FlowRunner add-in from Microsoft AppSource. This can be done by individual users or deployed organization-wide by your Microsoft 365 administrator.
Install FlowRunner directly from the Microsoft AppSource marketplace:
Open in AppSourceGet started quickly with our best-practice Flow template. Import it into your org and customize it to your needs.
The template demonstrates how to use the
contactsFlowRunner variable and
includes common sales use cases.
For a seamless user experience, configure the External Client App (ECA) in Salesforce:
Our team is here to help you get FlowRunner up and running. Don't hesitate to reach out if you have any questions.